FREE UNION COUNTRY SCHOOL (EIN 541290795) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

KELLY BROWN

Phone

4349781700

Tax Period

2023-07-01 to 2024-06-30

FREE UNION COUNTRY SCHOOL, founded in 1984, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2016. Expenses of $1.2M left a modest 3% surplus.

Mission

FREE UNION COUNTRY SCHOOL PROVIDES EDUCATION FOR CHILDREN PRESCHOOL AGE THROUGH THE FIFTH GRADE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $308,474

Program Service Revenue $1,413,722

Investment Income $23,807

Other Revenue $16,070

TOTAL REVENUE $1,762,073

Expense Breakdown

Grants Paid $187,191

Salaries & Benefits $1,251,085

Fundraising Expenses $78,868

Program Expenses $1,218,889

Other Expenses $242,944

TOTAL EXPENSES $1,681,220

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,762,073	$1,489,132	+0.2%
Expenses	$1,681,220	$1,597,284	+0.1%
Net Income	$80,853	$-108,152	-1.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM ROMER	MEMBER	2.00	Director	$0	$0	$0
JOHN WINN	TREASURER	2.00	Officer Director	$0	$0	$0
EMILY LAZARO	MEMBER	3.00	Director	$0	$0	$0
STEPHEN KAMINSKY	MEMBER	2.00	Director	$0	$0	$0
NICOLAS STAHELIN	MEMBER	2.00	Director	$0	$0	$0
SEAN FELIX	MEMBER	2.00	Director	$0	$0	$0
KARI EVANS	SECRETARY	3.00	Officer Director	$0	$0	$0
MARK PERITZ	MEMBER	2.00	Director	$0	$0	$0
KELLY BROWN	CO-CHAIR	10.00	Officer Director	$0	$0	$0
JAMIE O'BRIEN	CO-CHAIR	5.00	Officer Director	$0	$0	$0
LATRICIA GILES	MEMBER	2.00	Director	$0	$0	$0
ALISON LUBIN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
TIMOTHY BAYNUM	HEAD OF SCHO	55.00	Highest	$105,000	$0	$105,000

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,762,073	$1,681,220	$1,406,066	$80,853
2023	$1,489,132	$1,597,284	$1,361,959	$-108,152
2022	$1,578,871	$1,597,847	$1,464,728	$-18,976
2021	$1,360,954	$1,351,535	$1,567,844	$9,419
2020	$1,401,998	$1,370,748	$1,607,243	$31,250
2019	$1,424,182	$1,357,220	$1,509,600	$66,962
2017	$1,268,354	$1,224,356	$1,413,879	$43,998

FREE UNION COUNTRY SCHOOL